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Long Term Financial Advisor, Houghton, Johannesburg,Gp

Long Term Financial Advisor, Houghton, Johannesburg,Gp

Platinum TalentWorkFromHome, Gauteng, South Africa
17 hours ago
Job description

Overview

Location : Houghton Johannesburg Gauteng.

Join our client as a Long Term Financial Advisor in their long term division where youll deliver holistic client-centered financial advice that aligns with FAIS requirements. This role focuses on understanding client needs to create tailored financial plans upholding their values of innovation empathy and excellence.

Platinum Talent is seeking multiple experienced Long-Term Financial Advisers on behalf of our esteemed clients in the financial services sector.

This role requires a dedicated professional to deliver holistic client-focused financial planning and advice that adheres to FAIS standards.

The ideal candidate will prioritize client needs and foster strong relationships providing financial solutions that align with both client expectations and industry regulations.

Responsibilities

  • Provide comprehensive long-term financial advice to clients meeting regulatory standards.
  • Develop and maintain client relationships to deliver exceptional service.
  • Build and manage a client portfolio within the competitive financial services sector.
  • Demonstrate proactive customer focus with the ability to achieve and exceed targets.

Qualifications and Requirements

  • Matric
  • Long-term industry-related qualification (NQF5) – Advantageous
  • RE5 Certification (MUST HAVE)
  • Own reliable transport
  • Clear ITC and criminal record
  • Provide comprehensive long-term financial advice to clients meeting regulatory standards.
  • Develop and maintain client relationships to deliver exceptional service.
  • Key Skills

  • Business Development
  • Estate Law
  • Sales Experience
  • Trusts
  • Wealth Management
  • Financial Services
  • Investment Experience
  • Military Experience
  • Securities Law
  • Customer relationship management
  • Financial Planning
  • Wills
  • Employment Details

    Employment Type : Full Time

    Experience : years

    Vacancy : 1

    Benefits

  • High Paying Commission product and term variable.
  • Office Space
  • Training
  • Support (hybrid work)
  • #J-18808-Ljbffr

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    Financial Advisor • WorkFromHome, Gauteng, South Africa

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